Joe Weisenthal
@TheStalwart
One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
参加 March 2008
7.2K フォロー中 449.8K ファン
This is a very good and clear writeup on datacenter finance. Can someone explain to me in an EMH-compatible way why it’s worth $META paying *more* in interest just in order to nominally remain an “asset-light” business?
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New BPEA paper by @SVNieuwerburgh argues that AI buildout will cost $10.3T over next 8 years. Furthermore, to get a 10% return on this, those investing will need annual revenues of $3.7T by 2032! (Approx 9% of GDP!)
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